BASSWOOD CAPITAL MANAGEMENT, L.L.C.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1085393
NEW YORK, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$822,787
-$8,264,083 QoQ
Shares Held
2,921
-90.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#392
of 764 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BASSWOOD CAPITAL MANAGEMENT, L.L.C. holds $146,448,732 across 7 Capital Markets names. LPLA ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
369,259 | $77,189,901 | |
| 2 | SCHW |
Schwab Charles Corp
|
250,998 | $23,159,585 | |
| 3 | LAZ |
Lazard, Inc.
|
546,216 | $22,908,299 | |
| 4 | PWP |
Perella Weinberg Partners
|
788,737 | $12,588,242 | |
| 5 | SF |
Stifel Financial Corp
|
104,316 | $7,278,127 | |
| 6 | MC |
Moelis & Co
|
38,242 | $2,501,791 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,921 | $822,787 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,787 | 2,921 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,086,870 | 30,206 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||